Wellington Shields & Co’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
6,800
| – | – | 0.08% | 186 |
|
|
2025
Q1 | $336K | Sell |
6,800
-208
| -3% | -$10.3K | 0.11% | 162 |
|
|
2024
Q4 | $346K | Hold |
7,008
| – | – | 0.11% | 161 |
|
|
2024
Q3 | $361K | Sell |
7,008
-792
| -10% | -$40.8K | 0.11% | 157 |
|
|
2024
Q2 | $492K | Sell |
7,800
-3,500
| -31% | -$221K | 0.16% | 120 |
|
|
2024
Q1 | $734K | Buy |
11,300
+4,500
| +66% | +$292K | 0.25% | 101 |
|
|
2023
Q4 | $406K | Hold |
6,800
| – | – | 0.15% | 127 |
|
|
2023
Q3 | $441K | Hold |
6,800
| – | – | 0.11% | 128 |
|
|
2023
Q2 | $400K | Sell |
6,800
-1,000
| -13% | -$58.8K | 0.09% | 130 |
|
|
2023
Q1 | $487K | Sell |
7,800
-2,000
| -20% | -$125K | 0.11% | 122 |
|
|
2022
Q4 | $617K | Sell |
9,800
-1,000
| -9% | -$63K | 0.14% | 97 |
|
|
2022
Q3 | $664K | Buy |
10,800
+500
| +5% | +$30.7K | 0.29% | 79 |
|
|
2022
Q2 | $606K | Buy |
10,300
+2,800
| +37% | +$165K | 0.15% | 91 |
|
|
2022
Q1 | $426K | Sell |
7,500
-9,800
| -57% | -$557K | 0.14% | 133 |
|
|
2021
Q4 | $502K | Sell |
17,300
-3,500
| -17% | -$102K | 0.1% | 121 |
|
|
2021
Q3 | $615K | Hold |
20,800
| – | – | 0.21% | 98 |
|
|
2021
Q2 | $650K | Sell |
20,800
-500
| -2% | -$15.6K | 0.21% | 92 |
|
|
2021
Q1 | $567K | Sell |
21,300
-6,500
| -23% | -$173K | 0.2% | 96 |
|
|
2020
Q4 | $481K | Buy |
27,800
+300
| +1% | +$5.19K | 0.17% | 100 |
|
|
2020
Q3 | $275K | Buy |
27,500
+5,300
| +24% | +$53K | 0.12% | 136 |
|
|
2020
Q2 | $406K | Buy |
22,200
+1,800
| +9% | +$32.9K | 0.18% | 110 |
|
|
2020
Q1 | $236K | Buy |
20,400
+5,800
| +40% | +$67.1K | 0.13% | 131 |
|
|
2019
Q4 | $602K | Buy |
+14,600
| New | +$602K | 0.27% | 90 |
|